Employee Data & Documents

Here you place all your questions and discussions about Employee Data & Documents, like the sections, dashboard, employee list and document templates.

  • 238 Topics
  • 568 Replies

238 Topics

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Getting Started
noriporiGetting Started
asked in Employee Data & Documents

Onboarding/ Offboarding Overview Dashboard

Hi Personio Team, since the new dashboard (“home”) is live we are missing the option to access Onboarding/ Offboarding shortcut list from there. We were using this quite often and are wondering if there is a way to get this shortcut/ overview back or if you put it into another place. Looking forward to your answer! 

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Community Moderator
1 month ago
L
Getting Started
LuisaGetting Started
asked in Employee Data & Documents

What does it mean - You can't remove options from optionsName because this attribute is used in an accounting group.

I want to  archive a an option that I have in an attribute, but every time I try to delete it  gives me this error:You can't remove options from optionsName because this attribute is used in an accounting group. Can you explain further what it means.Can you tell me if by deleting or changing an atribute will affect past months reports,The attribute is linked to the Employment type.

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Community Moderator
1 month ago
H
Getting Started
HR-trinckleGetting Started
asked in Employee Data & Documents

Homepage after update

Hallo zusammen,wir haben das Problem, dass auf der Startseite jetzt nur die “Events” für das eigene Team angezeigt werden. Vorher konnte man “Team” und “Alle Mitarbeiter” per Dropdown auswählen. Wie kann man hier die Einstellung dahingehend wieder in Ordnung bringen? Vielen Dank und liebe Grüße!Hello everyone,We have the problem that only the "Events" for our own team are now displayed on the start page. Previously, you could select "Team" and "All employees" via dropdown. How can we change this setting again? Many thanks and best regards!

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Community Moderator
1 month ago
A
Anna-Lena-E-Lyte
asked in Employee Data & Documents

Assign multiple departments

Hi zusammen, wie ist es bei Personio möglich, jemanden mehrere Abteilungen zuzuordnen?Liebe Grüße,LenaHi everyone, how is it possible to assign someone to multiple departments in Personio?Kind regards,Lena 

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Community Moderator
1 month ago
Tamara Casasa
Communicator
Tamara CasasaCommunicator
asked in Employee Data & Documents

Supervisor History

 I noticed it is available in the history options now, but when we uploaded of bulk data into Personio we got told that no Supervisor Historical data would be able to get updated, has this changed? 

2
Tamara Casasa
Communicator
1 month ago
icovacel
Follower
icovacelFollower
asked in Employee Data & Documents

Template document

Hi! i recently started to add new templates documents and i have all the time the same problem: the format inside the document its not the same, for example if my document has 3 pages and on the last one i only have like 3 lines of text, the template creates me a 2 page document (with all the info, nothing its missing but its cutting some blank lines that i need to have them in the document. Any suggestion? Or is a specific font and size that i need to have all templates write with so the size & place on the page have to remain the same? Thank you!

1
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Community Moderator
2 months ago
L
Getting Started
LisaJGetting Started
asked in Employee Data & Documents

How do I switch employment types?

Hi, I want to switch someone from being a Freelancer to a full time employee, without the information of when they were a freelancer being lost. Do I terminate their old profile and create a new one?Unfortunately I couldn’t find any related questions/solutions.Thanks in advance.Lisa

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Community Moderator
2 months ago
N
Getting Started
NataliaGetting Started
asked in Employee Data & Documents

Notification about signature

Dear All,When I upload a document and request a signature from my supervisor, he gets an email about the request. How can I set up a notification for me that the document has been signed?Thanks and regards,Natalia

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J
Follower
2 months ago
C
Getting Started
CarovdHGetting Started
asked in Employee Data & Documents

Substitute for reminder

Hi all,the reminder function is super, but what happens when an HR employee set up individual reminders and that person is leaving the company. Is it possible to have a substitute for these reminders, e.g. they will automatically move to the supervisor?Example: Employee is leaving for maternity leave and requested parental leave of 2 years, with the option to return in parental part-time before the two years are up. The HR employee has now set-up an individual reminder, but is leaving the company after half a year. Will these reminders be “lost”?It would be great to have something in please like the groups in the Onboarding and Offboarding Templates.Best,Carolin

3
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Community Moderator
2 months ago
FrederikeE
Busy Bee
FrederikeEBusy Bee
asked in Employee Data & Documents

Assign several legal entitites to one person?

Hello there,is it possible to assign a person to several legal entities? Thank you,Frederike

1
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Community Moderator
2 months ago
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Follower
BogdanFollower
asked in Employee Data & Documents

Sorting document templates

Dear all, When navigating to an employee > documents > Create new, I get the list with our document templates. In the past, they were displayed in alphabetical order, but now they are displayed in the imported order.Is there any possibility to sort them? because it’s very inconvenient at this moment to have them randomly displayed (ant this happens because regularly we need to revise some templates and amend them). And, unfortunately, the search option is not convenient for us. Thanks and regards,Bogdan

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B
Follower
2 months ago
W
Getting Started
WillemienGetting Started
asked in Employee Data & Documents

Nieuw document

Ik wil nieuwe contracten gaan opstellen maar de optie "nieuw document” creëren mist ineens.Ik kan alleen nog uploaden,Hebben meer mensen dit?

1
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Community Moderator
3 months ago
D
domi4567
asked in Employee Data & Documents

Employee details are displayed wrongly

Hello, it seems that the system is bugging and is displaying different personal details to different people. Depending on who is accessing the account the name of the employee is either Cristian or Christian (should be Cristian). Below you can see screenshots taken by 2 different people. We tried logging out and reloging in, but the bug persists. Any idea why it shows different employee name for different people?  The same employee preview - person 1  

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Community Moderator
3 months ago
A
Getting Started
Andreia OliveiraGetting Started
asked in Employee Data & Documents

electronic signature

Hi,We have the electronic signature in our package and are starting to think to use it, we have the productivity plus package and paying for the electronic signature.We have 2 questions:-To sign documents via Personio: is the only way possible the hand written signature with the mouse?-After signing the documents, there is no stamp that is needed in some countries to recognize the signature as qualified (like date of signature, location, laptop IP etc etc) - are we able to get this stamp or statement somewhere? Where and how? In Personio at the end of the signing process you will only see an hand written signature...and this doesn’t work for us.Lokking forward to hear from you!Thanks, Andreia

1
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Community Moderator
3 months ago
D
Explorer
delleighExplorer
asked in Employee Data & Documents

DSAR - UK GDPR

HiWe have received a data subject access request raised by the ico for a former employee.Is there a way to do an all fields export, without manually doing it from the Employees page for just one employee? Is there a way to bulk download employee documents? As far as I can see, I can only download the documents one-by-one.ThanksLeigh-Ann

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Community Moderator
4 months ago
M
Follower
miraFollower
posted in Employee Data & Documents

Skills/ skill levels in employee profile

We would like have people’s skills and skill levels in Personio. It would also be important that you can use search to find people with that specific skill.  We work in IT and we have lot of developers with different set of knowledge of different programming languages - and of course the skill level of each language varies. What would make our lives much easier is that we could have this information in Personio, so whenever we need to know if someone in our company knows language X, we could search it and have a list of all people with this skill. Then we could check among these people what their skill level (from 1-5) is.  I’ve tried to think a way to add this information to Personio but haven’t figured this one out yet. At the moment we have just added new attribute of “programming languages” to the employee profile and added the languages as tags. This is not the best solution, as it does not tell what the skill level is for that specific language - then we still need to find this p

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M
Follower
4 months ago
A
Getting Started
AndresMGetting Started
asked in Employee Data & Documents

Country missing in country list

Hello all, I am setting up an employee who is from Mauritius. In the pull down I can only find Mauritania, which is not the same country. Has anyone ran into the same issue and how did you deal with it? Thank you!

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Community Moderator
4 months ago
P
pietropelikan
asked in Employee Data & Documents

French Contracts

Hello, I have a question regarding contracts. Do you have French contracts available already?What I mean is, do you have contract templates that are in line with French law and suitable for hiring people in France? For example my company is following the Syntec agreement, is there a way to have these contracts template available in Personio?It's important for us that we choose a solution that also enables us to manage the contract and legal side seamlessly, like staying up to date with specific requirements by the law and so on. Thanks a lot!

1
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Community Moderator
4 months ago
F
Follower
Fani DelliouFollower
asked in Employee Data & Documents

Phone number format

Do you know how to change the phone number format to number only without commas or ideally country code and then phone number?  

1
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Community Moderator
4 months ago
J
Getting Started
j3llybeansGetting Started
asked in Employee Data & Documents

Picking up future changes in Document templates

When we annual salary increases we upload and confirm these in advance of the effective date.When i create a template and use the field {{fix_salary}} it only picks up the current salary, and i can’t find any option to select the future effective one.I would also like the document to auto insert the date it was effective from. Are either of these things possible?  i’m new to Personio and am hoping i’ve just missed something!

3
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Community Moderator
4 months ago
I
Follower
IrinaHFollower
asked in Employee Data & Documents

Mass export of employees uploaded documents

Hi!  Is it possible for admins to mass export/upload documents that employees have uploaded? Would be highly beneficial, rather than opening up every person one by one and checking whether there is something.  Or - if mass upload is not possible - to see in one report or in a view all documents added by employees during specific timeline? (Aim to use this functionality for tax cards in Finland. So payroll could see who have uploaded their new tax card in the previous month to the system.)

1
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Community Moderator
5 months ago
L
Newbie
Loui127Newbie
asked in Employee Data & Documents

Dokumentenvorlagen im Recruiting funktionieren nicht richtig

Hallo,ich habe eine neue Vorlage erstellt mit Drop-down Menüs. Wenn ich das Dokument im Profil des Mitarbeiters erstellen will, kann ich alle Möglichkeiten auswählen, die ich in der Vorlage eingetragen habe. Gehe ich im Recruiting auf “Neues Angebot” und wähle hier dasselbe Dokument aus, habe ich nicht mehr alle Möglichkeiten, sondern nur noch vereinzelte. Hatte jemand schonmal das gleiche Problem und weiß, woran das liegt?Danke schonmal!This post has been translated by the moderator.Hello,I have created a new template with drop-down menus. When I want to create the document in the employee's profile, I can select all the options that I have entered in the template. If I go to "New offer" in Recruiting and select the same document here, I no longer have all the options, but only a few. Has anyone ever had the same problem and knows why?Thank you in advance! 

3
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Community Moderator
5 months ago
A
Getting Started
anna_kalGetting Started
asked in Employee Data & Documents

Why terminated employees are included in employee reports?

Hello!We have terminated some employments in the system. We want to keep the former colleagues in the system (not completely delete the profiles), so we can see historical data.But the inactive employees whose employments have been terminated still show up in our employee reports.Would you be able to help us with this?Many thanks.

1
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Community Moderator
5 months ago
V
Newbie
vesna_hrNewbie
asked in Employee Data & Documents

Issue with Showing Custom Sections and Attributes after creating them

Hi all, I have come across an issue while creating custom sections and attributes. Namely, after following the steps for creating a section, it apparently shows up on the list while I am still in settings (name: Daten, photo 1). However, when I save the changes and go to an employee’s profile to enter the data, I don’t see it showing up. (photo below) The points that may be important:I kept the default language of our account (German),  I am using the newest version of Microsoft Edge, Also, I cleared cached data, but still with the same result. Could you help me out with this?

2
V
Newbie
5 months ago
S
Getting Started
SeanGetting Started
asked in Employee Data & Documents

Custom defined values are possible? (in template or attributes of employee)

Dear community.Is it possible to pre-define some custom constant value for attributes or template placeholders? Or how to solve this issue?[Real practice 1]I have to manage the `Job Description` of employees. It has a few lines of text to describe his role. And it should be written in the contract document. His team and position fix the description itself. Like this; HR Team - Staff: “Blah blah blah blah… “ HR Team - Assistant: “Another blah blah blah ...” Sales Team - Staff: “Also another blah blah blah ...”And in his contract, this description should be placed.The problem is, 1) If I set this property as a custom attribute, I must input each employee's description individually. Of course, copy and paste works, but it's somewhat annoying. Sometimes, I have to change the definition of the specific role, I should edit all the employees related to it. And a promotion or moving position, what a headache.2) If I don’t set this as an attribute and only apply the conditional placeholder tag

3
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Community Moderator
5 months ago
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